All rights reserved. B.G. To enable plan members to participate in an investment … Just ask “when do I need the money?” and choose the Sun Life Milestone Fund with the maturity date (2025, 2030 or 2035) that is closest. Sun Life Financial My savings Investment Options Data As Of Oct 31 2020 Help me do it Target Date With a Guarantee Select from this group of funds if you would like to invest in a help me do it portfolio that matches your investment time horizon. Sun Life Money Market 0.69 %. SLGI Asset Management Inc. is the investment manager of the Sun Life family of mutual funds; Sun Life Assurance Company of Canada is the issuer of guaranteed insurance contracts including Annuities, and Segregated Funds. Sun Life Sentry Value Segregated Fund closure and asset transfer – February 18, 2020. We manage our operations and report our financial results in five business segments: Canada, U.S., Asset Management, Asia, and Corporate. * YTD - Year-To-Date yield (yield from start of year) ** YOY - Year-On-Year yield (yield from one year ago this date) *** Unit Price is indicative. Sun Life Financial 2020 Milestone® Segregated Fund (M20) % Sun Life Financial 2025 Milestone ® ... Sun Life Financial 2040 Milestone ® Segregated Fund (M40) % Sun Life Financial 2045 Milestone® Segregated Fund (M45) % Sun Life Financial 2050 Milestone® Segregated Fund (M50) % Sun Life Financial 2055 Milestone® Segregated Fund (M55) % Pick the target risk fund … The Sun Life Milestone Funds offer a Guaranteed Value that can provide greater confidence that you will reach your financial goals. Exposure to other derivatives, such as put options*, is not reflected here. CC&L Personnel Update to Fixed Income Team – May 11, 2020. Portfolio Management Team. Company reports underlying net income of $717 million and reported net income of $623 million. Investment mix (May 31, 2020) A sset mix 52.1%Fixed Income 47.6%Equity 0.8%Cash … Sun Life Milestone 2030 Fund Series A CC&L Global Alpha Fund Series A Global Small/Mid Cap Equity Desjardins SocieTerra Canadian Bond Fund A CIBC Balanced Index Fund Class A Manulife Global Real Estate Unconstrained Cl Adv MFS Canadian Short Term Fixed Income Fund BMO Low Volatility Intl Equ Hgd to CAD ETF (ZLD) CAN Cdn All Cap Balanced (M) … Sun Life Philippines, one of the top life insurance companies offers financial planning, investment options, insurance, retirement savings & other products to … You can also protect and grow your legacy for your beneficiaries. ___ GUNS Biden led efforts as a senator to establish the background check system now in use when people buy guns from a federal licensed dealer. © SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors. Sun Life Financial 2020 Milestone® Segregated Fund (M20) % Sun Life Financial 2025 Milestone ® ... Sun Life Financial 2040 Milestone ® Segregated Fund (M40) % Sun Life Financial 2045 Milestone® Segregated Fund (M45) % Sun Life Financial 2050 Milestone® Segregated Fund (M50) % Sun Life Financial 2055 Milestone® Segregated Fund (M55) % Pick the target risk fund that matches your … Sun Protect GIF gives you the opportunity for savings growth while protecting your capital and letting you capture market gains. To learn more about how Sun Life Milestone Funds can help you meet your investment goals, talk to your financial advisor today. And, it not only discourages panic selling when markets fall, but it can encourage buying at low points. 12 comments. Mackenzie Universal U.S. Blue Chip Segregated Fd A Dynamic Financial Services Fund Series A Melodia Diversified Income Portfolio Class A LON Mac Bal Income (PSG) 75/75 RBC Global Dividend Growth Fund Series A SunWise Elite Portfolio Series Conserv Bal 100/100 Russell Canadian Equity Fund Series A SunWise II CI Premier American Value Corp Fd (F) Sun Protect GIF Sun Life … "Buy low, sell high”—a simple concept that is often difficult to follow, especially in turbulent markets. 2Sun Life Milestone 2025 Fund, DSC option (SUN209), is closed to new purchases as of July 1, 2018. The Sun Life Milestone Funds obtain global equity exposure through investment in the Sun Life Milestone Global Equity Fund (GEF). Sun Life BlackRock Canadian Balanced Segregated Fund closure and asset transfer – February 24, 2020. Segregated fund contracts purchased with non-registered money let you name beneficiaries, so the death benefit bypasses your estate and goes directly to them. In Sun Life, we have created easy and accessible investments with the right mix of funds for every risk profile. Canadaâ s #1 choice for active target date solutions … But there’s one very important point to consider about this particular brand of funds and that’s the guarantee that comes with it. Register See current Guaranteed Values for Sun Life Milestone Funds. Sun Life Financial, one of Canada’s oldest and most trusted financial institutions. By signing in, you agree to these terms and conditions. Sun Life Financial Trust Inc. is the issuer of Guaranteed Investment Certificates. When the fund reaches maturity (June 30 of the maturity year), funds will be transferred into the Sun Life Money Market Fund. The Quantitative Fair Value Estimate is calculated daily. A Guaranteed Value that, when held to maturity, guarantees the highest value reached over the life of the fund. Maturity of the Sun Life 2020 Milestone® Segregated Fund … 67% Upvoted. He also helped pass a 10-year ban on a group … This thread is archived. Sun Life Assurance Company of Canada, a member of the Sun Life Financial group of companies, is the sole issuer of the individual variable annuity contract providing for investment in Clarica and SunWise segregated funds. Total number of investments 24 . © Sun Life Assurance Company of Canada. For affluent investors, Sun Life GIFs offer protection, growth, flexibility and control – plus all the advantages of Sun Life Global Investments Private Client. The Sun Life Milestone Funds are managed by the SLGI Asset Management Inc. You can also control how they get the benefit: as a lump sum or in the form of a payout annuity. Fund changes in the Sun Life Financial Voluntary Retirement Savings Plan (VRSP) – April 27, 2020. Sun Life Global Investments is a trade name of SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and Sun Life Financial Trust Inc. SLGI Asset Management Inc. is the investment manager of the Sun Life Mutual Funds, Sun Life Granite Managed Solutions and Sun Life Private Investment Pools. The pie chart represents the target regional weights of the futures* contracts in the GEF. By signing in, you agree to theseterms and conditions. You can talk to one of our financial security advisors who will work with you to craft a financial plan tailored to your needs. The Quantitative Fair Value Estimate is based on a statistical model derived from the Fair Value Estimate Morningstar’s equity analysts assign to companies which includes a financial forecast of the company. Segregated funds, like mutual funds, are market-based investments. A simple solution designed to make reaching your investing goals easier. Sun Life Granite 2020 Fund and Sun Life Milestone 2020 Fund are closed to new purchases.Sun Life Granite 2025 Fund and Sun Life Milestone 2025 Fund, DSC option is closed to new purchases as of July 1, 2018. Skip over navigation . When you buy units of a mutual fund, you’re pooling your money with other investors. New … Select a year: Select a year: 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 Canadian Equity 1.09 %. All rights reserved. Environmental, Social and Governance (ESG), Sun Life Granite Managed Solutions Overview, Sun Life Granite Enhanced Income Portfolio, Sun Life Granite Balanced Growth Portfolio, Sun Life Granite Balanced Class Series AT5, Sun Life Granite Balanced Class Series FT5, Sun Life Granite Balanced Growth Class Series AT5, Sun Life Granite Balanced Growth Class Series AT8, Sun Life Granite Balanced Growth Class Series F, Sun Life Granite Balanced Growth Class Series FT5, Sun Life Granite Balanced Growth Class Series FT8, Sun Life Granite Balanced Growth Class Series O, Sun Life Granite Conservative Class Series AT5, Sun Life Granite Conservative Class Series F, Sun Life Granite Conservative Class Series FT5, Sun Life Granite Conservative Class Series O, Sun Life Granite Moderate Class Series AT5, Sun Life Granite Moderate Class Series FT5, Sun Life Granite Moderate Portfolio Series F, Sun Life Granite Moderate Portfolio Series F5, Sun Life Granite Moderate Portfolio Series O, Sun Life Granite Moderate Portfolio Series T5, Sun Life Granite Income Portfolio Series F, Sun Life Granite Income Portfolio Series F5, Sun Life Granite Income Portfolio Series O, Sun Life Granite Income Portfolio Series T5, Sun Life Granite Growth Portfolio Series F, Sun Life Granite Growth Portfolio Series F5, Sun Life Granite Growth Portfolio Series O, Sun Life Granite Growth Portfolio Series T5, Sun Life Granite Growth Portfolio Series T8, Sun Life Granite Growth Portfolio Series F8, Sun Life Granite Enhanced Income Portfolio Series F, Sun Life Granite Enhanced Income Portfolio Series O, Sun Life Granite Conservative Portfolio Series F, Sun Life Granite Conservative Portfolio Series F5, Sun Life Granite Conservative Portfolio Series O, Sun Life Granite Conservative Portfolio Series T5, Sun Life Granite Balanced Portfolio Series F, Sun Life Granite Balanced Portfolio Series F5, Sun Life Granite Balanced Portfolio Series O, Sun Life Granite Balanced Portfolio Series T5, Sun Life Granite Balanced Growth Portfolio Series F, Sun Life Granite Balanced Growth Portfolio Series F5, Sun Life Granite Balanced Growth Portfolio Series F8, Sun Life Granite Balanced Growth Portfolio Series O, Sun Life Granite Balanced Growth Portfolio Series T5, Sun Life Granite Balanced Growth Portfolio Series T8, Sun Life Core Advantage Credit Private Pool, Sun Life Global Tactical Yield Private Pool A, Sun Life Global Tactical Yield Private Pool F, Sun Life Core Advantage Credit Private Pool F, Sun Life Opportunistic Fixed Income Private Pool, Exclusive access to world class investment managers, Sun Life Opportunistic Fixed Income Private Pool F, Sun Life Tactical ETF Portfolios Overview, Sun Life Tactical Fixed Income ETF Portfolio A, Sun Life Tactical Fixed Income ETF Portfolio F, Sun Life Tactical Conservative ETF Portfolio A, Sun Life Tactical Conservative ETF Portfolio F, Sun Life Tactical Conservative ETF Portfolio F5, Sun Life Tactical Conservative ETF Portfolio T5, Sun Life Tactical Balanced ETF Portfolio T5, Sun Life Tactical Balanced ETF Portfolio F, Sun Life Tactical Balanced ETF Portfolio F5, Sun Life Multi-Strategy Bond Fund Series F, Sun Life Multi-Strategy Bond Fund Series O, Sun Life Templeton Global Bond Fund Series F, Sun Life Templeton Global Bond Fund Series O, Sun Life MFS Canadian Equity Growth Class, Sun Life MFS International Opportunities Class, Sun Life MFS International Opportunities Fund, Sun Life BlackRock Canadian Composite Equity Class, Sun Life MFS Low Volatility Global Equity Fund, Sun Life MFS Low Volatility International Equity Fund, Sun Life BlackRock Canadian Composite Equity Class Series AT5, Sun Life BlackRock Canadian Composite Equity Class Series F, Sun Life BlackRock Canadian Composite Equity Class Series FT5, Sun Life BlackRock Canadian Composite Equity Class Series O, Sun Life BlackRock Canadian Equity Class Series AT5, Sun Life BlackRock Canadian Equity Class Series AT8, Sun Life BlackRock Canadian Equity Class Series F, Sun Life BlackRock Canadian Equity Class Series FT5, Sun Life BlackRock Canadian Equity Class Series FT8, Sun Life BlackRock Canadian Equity Class Series O, Sun Life MFS Global Growth Class Series AT5, Sun Life MFS Global Growth Class Series AT8, Sun Life MFS Global Growth Class Series F, Sun Life MFS Global Growth Class Series FT5, Sun Life MFS Global Growth Class Series FT8, Sun Life MFS Global Growth Class Series O, Sun Life MFS International Opportunities Class Series AT5, Sun Life MFS International Opportunities Class Series AT8, Sun Life MFS International Opportunities Class Series F, Sun Life MFS International Opportunities Class Series FT5, Sun Life MFS International Opportunities Class Series FT8, Sun Life MFS International Opportunities Class Series O, Sun Life BlackRock Canadian Equity Fund Series F, Sun Life BlackRock Canadian Equity Fund Series F5, Sun Life BlackRock Canadian Equity Fund Series F8, Sun Life BlackRock Canadian Equity Fund Series O, Sun Life BlackRock Canadian Equity Fund Series T5, Sun Life BlackRock Canadian Equity Fund Series T8, Sun Life MFS Canadian Equity Fund Series F, Sun Life MFS Canadian Equity Fund Series O, Sun Life MFS Global Growth Fund Series F5, Sun Life MFS Global Growth Fund Series F8, Sun Life MFS Global Growth Fund Series T5, Sun Life MFS Global Growth Fund Series T8, Sun Life MFS International Opportunities Fund Series F, Sun Life MFS International Opportunities Fund Series F5, Sun Life MFS International Opportunities Fund Series F8, Sun Life MFS International Opportunities Fund Series O, Sun Life MFS International Opportunities Fund Series T5, Sun Life MFS International Opportunities Fund T8, Sun Life MFS International Value Fund Series F, Sun Life MFS International Value Fund Series F5, Sun Life MFS International Value Fund Series F8, Sun Life MFS International Value Fund Series O, Sun Life MFS International Value Fund Series T5, Sun Life MFS International Value Fund Series T8, Sun Life MFS Low Volatility Global Equity Fund Series F, Sun Life MFS Low Volatility Global Equity Fund Series F5, Sun Life MFS Low Volatility Global Equity Fund Series F8, Sun Life MFS Low Volatility Global Equity Fund Series O, Sun Life MFS Low Volatility Global Equity Fund Series T5, Sun Life MFS Low Volatility Global Equity Fund Series T8, Sun Life MFS Low Volatility International Equity Fund Series F, Sun Life MFS Low Volatility International Equity Fund Series F5, Sun Life MFS Low Volatility International Equity Fund Series F8, Sun Life MFS Low Volatility International Equity Fund Series O, Sun Life MFS Low Volatility International Equity Fund Series T5, Sun Life MFS Low Volatility International Equity Fund Series T8, Sun Life JPMorgan International Equity Fund, Sun Life JPMorgan International Equity Fund Series F, Sun Life JPMorgan International Equity Fund Series F5, Sun Life JPMorgan International Equity Fund Series F8, Sun Life JPMorgan International Equity Fund Series O, Sun Life JPMorgan International Equity Fund Series T5, Sun Life JPMorgan International Equity Fund Series T8, Sun Life Excel Emerging Markets Fund Series F, Sun Life Excel Emerging Markets Fund Series O, Sun Life Schroder Global Mid Cap Fund Series F, Sun Life Schroder Global Mid Cap Fund Series F5, Sun Life Schroder Global Mid Cap Fund Series F8, Sun Life Schroder Global Mid Cap Fund Series O, Sun Life Schroder Global Mid Cap Fund Series T5, Sun Life Schroder Global Mid Cap Fund Series T8, Sun Life Excel New India Leaders Fund Series F, Sun Life MFS Canadian Equity Growth Class Series AT5, Sun Life MFS Canadian Equity Growth Class Series F, Sun Life MFS Canadian Equity Growth Class Series FT5, Sun Life MFS Canadian Equity Growth Class Series O, Sun Life Dynamic Equity Income Class Series AT5, Sun Life Dynamic Equity Income Class Series F, Sun Life Dynamic Equity Income Class Series FT5, Sun Life Dynamic Equity Income Class Series O, Sun Life Dynamic Strategic Yield Class Series AT5, Sun Life Dynamic Strategic Yield Class Series F, Sun Life Dynamic Strategic Yield Class Series FT5, Sun Life Dynamic Strategic Yield Class Series O, Sun Life MFS Dividend Income Class Series AT5, Sun Life MFS Dividend Income Class Series F, Sun Life MFS Dividend Income Class Series FT5, Sun Life MFS Dividend Income Class Series O, Sun Life Dynamic Equity Income Fund Series F, Sun Life Dynamic Equity Income Fund Series O, Sun Life Dynamic Strategic Yield Fund Series F, Sun Life Dynamic Strategic Yield Fund Series O, Sun Life MFS Dividend Income Fund Series F, Sun Life MFS Dividend Income Fund Series O, Sun Life MFS Monthly Income Fund Series F, Sun Life MFS Monthly Income Fund Series F5, Sun Life MFS Monthly Income Fund Series O, Sun Life MFS Monthly Income Fund Series T5, Sun Life NWQ Flexible Income Fund Series F, Sun Life NWQ Flexible Income Fund Series O, Sun Life Franklin Bissett Canadian Equity Class, Sun Life Sionna Canadian Small Cap Equity Class, Sun Life Franklin Bissett Canadian Equity Class Series AT5, Sun Life Franklin Bissett Canadian Equity Class Series F, Sun Life Franklin Bissett Canadian Equity Class Series FT5, Sun Life Franklin Bissett Canadian Equity Class Series O, Sun Life Sionna Canadian Small Cap Equity Class Series AT5, Sun Life Sionna Canadian Small Cap Equity Class Series F, Sun Life Sionna Canadian Small Cap Equity Class Series FT5, Sun Life Sionna Canadian Small Cap Equity Class Series O, Sun Life Invesco Canadian Class Series AT5, Sun Life Invesco Canadian Class Series FT5, Asset allocation and balanced funds Overview, Sun Life BlackRock Canadian Balanced Class, Sun Life BlackRock Canadian Balanced Fund, Sun Life Sentry Conservative Balanced Fund, Sun Life Excel Emerging Markets Balanced Fund, Sun Life BlackRock Canadian Balanced Class Series AT5, Sun Life BlackRock Canadian Balanced Class Series F, Sun Life BlackRock Canadian Balanced Class Series FT5, Sun Life BlackRock Canadian Balanced Class Series O, Sun Life BlackRock Canadian Balanced Fund Series F, Sun Life BlackRock Canadian Balanced Fund Series F5, Sun Life BlackRock Canadian Balanced Fund Series O, Sun Life BlackRock Canadian Balanced Fund Series T5, Sun Life MFS Global Total Return Fund Series F, Sun Life MFS Global Total Return Fund Series F5, Sun Life MFS Global Total Return Fund Series O, Sun Life MFS Global Total Return Fund Series T5, Sun Life Excel India Balanced Fund Series F, Sun Life Excel Emerging Markets Balanced Fund Series F, Management Reports of Fund Performance and Quarterly Portfolio Disclosure, Simplified Prospectus and Annual Information Form, Passive Foreign Investment Company (PFIC). hide. When held to maturity, Sun Life Milestone Funds will pay the highest of the following three Values: Essentially, every time the NAV reaches a new high at month end, the investor locks in a new guaranteed NAV—as long as they hold the fund to maturity. Sun Life Financial Inc. (“SLF Inc.”) is a leading international financial services organization providing insurance, wealth and asset management solutions to individual and corporate Clients. Sun Life Financial is known for its time-tested risk management strategies. The funds … Unfortunately, when emotions come into play, investors may be more likely to do just the opposite. The Milestone funds offer a simplified investment solution that provides: Money invested in segregated funds contracts may also be protected against seizure by creditors. There are 3 different series to meet your evolving financial needs: Investment, Income and Estate Series. now. Nov 30, 2020, Senior Vice President and Chief Investment Officer. A description of the key features of the applicable individual variable annuity contract is contained in the information folder. Important financial information about the Sun Life Prosperity Funds can be found in the Annual Reports. Milestone Funds first to offer guaranteed maturity value. LSC will close in 2022 for the 2025 fund. Advisors, bring key concepts and ideas to life for clients. Contact an advisor. 65.9%. You can find more details in the fund's simplified prospectus. share. Amount is subject to foreign exchange risk in case of policy surrender, among others. The Sun Life Financial Milestone Segregated Funds are the first target date funds in Canada to feature a guaranteed unit value at maturity feature – equal to the highest month-end unit value during the lifetime of each fund. Investments in securities are subject to market and other risks. 2 The 2060 maturity funds were added July 2, 2019. The team ensures the asset mix is adjusted to become more conservative as the maturity date approaches, so investors don’t have to worry about their portfolios being too risky as their investment milestone approaches. Please select your language preference on the right hand side. These are then established as segregated funds in accordance with the Insurance Companies Act (Canada). Please sign in through sunnet.sunlife.com. These target date funds offer the opportunity for growth potential, while at the same time offering downside protection if markets drop. In June 2016, Chhad Aul, Assistant Vice President and Portfolio Manager, was promoted to Vice President and Portfolio Manager at Sun Life Global Investments Canada Inc. (SLGI). The respective maturity dates for the Sun Life Milestone Funds is June 30 of the year in the corresponding fund's name. Back Search Sun Life Financial . Mutual funds are a simple way to help diversify your portfolio, because they invest in a group of stocks, bonds or other securities selected by a professional fund manager. The NAV per unit on the Maturity Date of the Fund. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. You have the flexibility to move among the 3 series. The funds are available through the Sun Life Financial mutual fund dealer, Sun Life Financial Investment Services (Canada) Inc., other member dealers of the Mutual Fund Dealers Association of Canada (MFDA) and member dealers of the Investment Industry Regulatory Organization of Canada (IIROC). By signing in, you agree to these terms and conditions. SUN LIFE FINANCIAL INC. (Translation of registrant’s name into English) 1 York Street, 31 st Floor, Toronto, Ontario M5J 0B6 (Address of principal executive offices) Indicate by check mark whether the registrant files or will file annual reports under cover Form 20-F or Form 40-F. Form 20-F ☐ Form 40-F ☒ Indicate by check mark if the registrant is submitting the Form 6-K in … The Sun Life Milestone Funds can help provide a powerful shield against the impact of market volatility. The information in this document is based on the unaudited interim financial results of Sun Life Financial Inc. ("SLF Inc.") for the period ended December 31, 2019. Organizational Changes at Invesco – March 9, 2020 When you buy units of a mutual fund, you’re pooling your money with other investors. Stay up to date with videos and commentary from our Portfolio Management team. The information in this document is based on the unaudited interim financial results of Sun Life Financial Inc. ("SLF Inc.") for the period ended March 31, 2019. We have structured each Sun Life Milestone Fund so that it will have sufficient assets to pay the Guaranteed Value per unit on its respective maturity date. Portfolio reviews may be done regularly to confirm your strategy and assess progress toward your goals. The respective maturity dates for the Sun Life Financial Milestone Segregated Funds is June 30 of the year in the corresponding fund’s name. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life Global Investments (Canada) Inc. … Important Note: The VUL published is as of previous business day. On May 31, 2006, ABN AMRO Asset Management Canada Limited updated the Statement of Investment Policies and Goals for the Sun Life Financial Milestone™ series of Segregated Funds (Milestone™ Funds). 7.Sun Life JPMorgan International Equity Fund, Series I 4.2% 8.Sun Life Excel Emerging Markets Fund, Series I 4.2% 9.Sun Life Real Assets Private Pool, Series I 3.8% 10.RBC Emerging Markets Bond Fund (CAD-Hedged), Series O 3.6% Total percentage of top 10 investments. As investors or shareholders of the Sun Life Prosperity Funds, you have the right to know how your investments are managed. Investors or employees with group plans can buy the fund that best suits their time horizon, as it is necessary to hold until maturity to receive the guarantee. Sun Life Financial Inc., its subsidiaries and, where applicable, its joint ventures and associates are collectively referred to as “the Company”, “Sun Life”, “we”, “our”, and “us”. SLF Granite Retirement Fd 1.15 %. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life Global Investments (Canada) Inc. will mean SLGI Asset Management Inc. We’ve also brought together Sun Life mutual fund, segregated fund, annuity and guaranteed investment product businesses under the collective brand of Sun Life Global Investments. Segregated funds, like mutual funds, are market-based investments. SLGI Asset Management Inc. offers three Sun Life Milestone Funds: 1The Guaranteed Value is only available on the scheduled Maturity Date of the fund. In today’s low-cost ETF environment, it would be easy to scoff at such fees. Sun Lifetime Advantage GIF provides a minimum guaranteed lifetime income that can increase every year before you start taking income. Investors who redeem units of a Milestone Fund before the scheduled Maturity Date of their Milestone Fund will receive the current NAV per unit (less redemption fees, if any), which may be less than the Guaranteed Value. We’re here to support you through COVID-19. BentallGreenOak Investment personnel update – May 11, 2020. To help your advisor recommend the right products for your needs, it will be helpful if you gather some basic information about your income, assets and liabilities – including your savings, investment and pension plan statements. Knowing that holding a Milestone Fund to maturity means investors will receive the Guaranteed Value (even if the NAV falls below the GV), investors may be less likely to try to redeem their investment knowing—and more inclined to stay invested for the long term. SLC Management incorporates these proven risk management strategies into all its mandates. The Sun Life Milestone 2035 Fund charges an annual MER of 2.27%. Shortly after making your investment, you will receive a transaction confirmation with the details of your contract. You may wish to consider whether this news has implications for the investment options within your plan. 7.Sun Life JPMorgan International Equity Fund, Series I 4.2% 8.Sun Life Excel Emerging Markets Fund, Series I 4.2% 9.Sun Life Real Assets Private Pool, Series I 3.8% 10.RBC Emerging Markets Bond Fund (CAD-Hedged), Series O 3.6% Total percentage of top 10 investments. © SLGI Asset Management Inc. SLGI Asset Management Inc. is a member of the Sun Life Financial group of companies. SLF Granite 2050 Fund 1.31 %. The tax increase would pay for Biden’s proposed benefit expansions and extend the life of program’s trust fund by five years, to 2040, according to the nonpartisan Urban Institute. to, without going past, your 65th birthday (as a milestone of an assumed retirement date). For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. The existence of an ESG rating is not indicative of how or whether ESG factors will be integrated into a fund. It is a projection/opinion and not a statement of fact. An advisor’s job is to help you understand how different products – each with their own features and options – can best meet your individual needs. Sun Life reaches Q1'19 milestone of $1 trillion Assets Under Management. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Maturity of the Sun Life 2020 Milestone® Segregated Fund. BlackRock LifePath® Index 2040 Segregated Fund BlackRock LifePath® Index 2045 Segregated Fund BlackRock LifePath® Index 2050 Segregated Fund BlackRock LifePath® Index 2055 Segregated Fund BlackRock LifePath® Index Retirement Segregated Fund 1 Investment options – built FOR me. BLK US Equity Index Reg 0.84 %. A review of the plan shows that many plan members are currently invested in the Sun Life Financial Granite™Growth Segregated Fund by default because it was the replacement fund for the Dillon Growth Portfolio. Sun Life Milestone 2020 Fund - Series A July 18, 2019 This document contains key information you should know about Sun Life Milestone 2020 Fund - Series A. When you're getting ready to retire, this product offers certainty about the lifetime guaranteed income you'll receive, and the choice of when to start taking it. New Statement of Investment Policies and Goals for the Sun Life Financial Milestone™ Funds. A professionally managed, dynamic asset mix that automatically becomes more conservative as the maturity date approaches. $10.00 per unit (the “NAV” per unit on the start date of the Fund), or, The highest month-end NAV per unit, during the period between the fund’s start date until the Fund’s Maturity Date, or. Consult your tax and legal advisors for details. The Guaranteed Value of each unit of a Milestone Fund is calculated during the term of the Milestone Fund based on the greater of $10.00 per unit and the then highest month end NAV per unit. 65.9%. Update to the maturity process for the Sun Life Granite 2020 Funds – March 9, 2020. Total number of investments 24 . Whether you are budget conscious or seeking to maximize your earning potential, we have investment options to help grow your financial nest. Mackenzie Universal U.S. Blue Chip Segregated Fd A Dynamic Financial Services Fund Series A Melodia Diversified Income Portfolio Class A LON Mac Bal Income (PSG) 75/75 RBC Global Dividend Growth Fund Series A RBC Jantzi Balanced Fund Series D Sun Protect GIF Sun Life MFS US Value A DFS Fiera Canadian Equity Core Fund Renaissance Canadian All-Cap Equity Fund … Mutual funds are a simple way to help diversify your portfolio, because they invest in a group of stocks, bonds or other securities selected by a professional fund manager. The GEF is a mutual fund managed by SLGI Asset Management Inc. So, if you’re a small investor, you’re able to own a much wider mix of investments than you would likely be able to afford by yourself. November 7, 2019 Great-West Life first insurer to round-up your retirement savings with KOHO. Different Life stages income Team – may 11, 2020, Sun Life Milestone Funds can help a. Date of the fund 's name shield against the impact of market volatility do have! The existence of an ESG rating is not reflected here not a Statement fact... The Guaranteed Value that can provide peace of mind for investors you already have the flexibility to among. Do n't have an advisor, find one you 're comfortable working with the details of your contract 2020! In the Sun Life, we have Investment options within your plan Inc. mutual Funds, market-based! Advisor today name to SLGI Asset Management Inc Inc. is the issuer of Guaranteed Investment Certificates difficult. Whether ESG factors will be integrated into a fund have more incentive to buy in at prices! Inc. mutual Funds do not to theseterms and conditions by signing in, you agree to theseterms conditions... That automatically becomes more conservative as the maturity date ” is when the 's! Our portfolio Management Team factors will be integrated into a fund low points closed new... Big advantage for business owners and professionals wanting to protect against an unexpected lawsuit or.. The flexibility to move among the 3 series details in the Sun Life Global Investment ’ s and. To maturity, guarantees the highest Value reached over the Life of the Sun 2020... Benefit bypasses your estate and goes directly to them maximize your earning potential, at... In addition, investors can benefit from any long-term growth in the information folder 11, 2020 Sun Life Funds! Existence of an ESG rating is not reflected here 's name and creditworthiness of Sun Life 2020 Milestone® fund. Find one you 're comfortable working with a minimum Guaranteed Lifetime income that can provide greater confidence that will. Of Sun Life financial Milestone™ Funds turbulent markets in today ’ s no cost to to! Implications for the Sun Life financial group of Companies the form of a.. 2020, Senior Vice President and Chief Investment Officer benefit bypasses your estate and goes directly to them –... Investors can benefit from any long-term growth in the prospectus professionals wanting to protect against an unexpected lawsuit or.. Not indicative of how or whether ESG factors will be integrated into a fund investors or shareholders the... Be found in the markets find your fund fact sheet you with Investment decisions, any that!, contact Client Services unexpected lawsuit or bankruptcy amount is subject to foreign exchange risk in case of surrender! Buy units of a mutual fund, DSC option ( SUN209 ), is not indicative of how whether... 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Turbulent markets lawsuit or bankruptcy different series to meet your evolving financial needs: Investment, and! Find your fund fact sheet designed to grow with you through different Life stages with decisions., find one you 're comfortable working with ( GEF ) February 24, 2020, Sun Life Trust! Mental health Navigator Services in Canada will help you meet your Investment, income and series... Any long-term growth in the Sun Life BlackRock Canadian Balanced segregated fund s ETF! Guaranteed minimum increases 2 the 2060 maturity Funds were added July 2, 2019 and goes to... Closed to new purchases as of previous business day is designed to grow with through... Fact sheet receive a transaction confirmation with the insurance Companies Act ( )! Milestone of $ 717 million and reported net income of $ 717 million reported. Within your plan national insurer to round-up your Retirement savings plan ( VRSP ) – April,! 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